Registered Client Services Associate Jobs | Glassdoor

Registered Client Services Associate Jobs

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  • 3.4
    Bank of America – New York, NY
    8 days ago 8d
    In addition to any of the Client Associate roles (Registered, Partially Registered or Non-Registered), this position may be hired… into any of the Private Wealth Associate roles (Registered, Partially Registered or Non-Registered). Shift: 1st shift (United…
  • 3.5
    Stifel Nicolaus – Boca Raton, FL
    Est. Salary $26k-$37k
    5 days ago 5d
    existing clients, using scripts approved by a principal of Advertising and Graphics. Registered Client Service Associates may highlight… event; Client Service Associates may not be designated speakers or present products to clients or prospective clients at such…
  • 3.5
    UBS – Denver, CO
    5 days ago 5d
    ll: – keep management systems up-to-date with client information – educate clients on account services and capabilities – help with… with the preparation of reports and other materials for client meetings – collect the right documentation for opening new accounts…
  • 3.2
    Tri Counties Bank – Redding, CA
    5 days ago 5d
    Title: Registered Client Associate Department: Tri Counties Advisors Grade: 8 Position Summary: The Associate II role… Series 6, 7, 63 a plus. If licensed, then becomes Registered Client Associate II. Company Profile Established in 1975, Tri…
  • 2.7
    Scottrade – Saint Louis, MO
    Est. Salary $26k-$37k
    11 days ago 11d
    established guidelines for client accommodations to strengthen client relationships. • Effectively utilize Client Relationship Management… main purpose of this position is to enhance the client experience and build client loyalty by delivering a courteous, knowledgeable…
  • 3.8
    Raymond James Financial – Austin, TX
    Est. Salary $28k-$40k
    9 days ago 9d
    existing clients and prospecting for new clients. • Creates and maintains records and files. • Ensures required client paperwork… Researches client and security information through the back office system. • Processes and follows up on client documentation…
  • 3.5
    UBS – Washington, DC
    Est. Salary $34k-$53k
    5 days ago 5d
    ll: – keep management systems up-to-date with client information – educate clients on account services and capabilities – help with… with the preparation of reports and other materials for client meetings – collect the right documentation for opening new accounts…
  • 3.5
    Ascendo Resources – Coral Gables, FL
    Today 2hr
    for a growth. The Client Service Associate will be the liaison with support functions to follow through client purchase process… Financial Institution for a Bilingual (English/Spanish) Client Service Associate. Working with an International Institution and will…
  • 3.1
    Wedbush Securities – San Diego, CA
    Est. Salary $36k-$51k
    2 days ago 2d
    nationwide. Our San Diego office is seeking a Senior Registered Client Service Associate to support assigned Financial Advisors. Responsibilities… full-service investment banking and brokerage firms. Our Private Client Services Group is home to more than 400 financial advisors throughout…
  • 3.6
    Ameriprise – Dallas, TX
    Est. Salary $35k-$53k
    1 days ago 1d
    Posting Title Registered Client Service Associate - Dallas, TX Job ID 8403BR Recruiting Location Dallas, TX Full-Time… utilize the client relationship model & turnkey tools to assist advisors in servicing clients by gathering & analyzing client data,…
  • 3.5
    UBS – Denver, CO
    Est. Salary $32k-$51k
    2 days ago 2d
    ’ll: –keep management systems up-to-date with client information –educate clients on account services and capabilities –help with… with the preparation of reports and other materials for client meetings –collect the right documentation for opening new accounts…
  • 2.4
    Hilltop Holdings – Fort Worth, TX
    Est. Salary $36k-$56k
    Today 2hr
    and trust and money management services. The Registered Client Service Associate will work for several financial advisors. This… the brokerage/financial services industry as a Registered Client Service Associate. Series 7 and 63/66 license required. High…
  • 2.7
    Investment Professionals – San Antonio, TX
    7 days ago 7d
    cultivate your own client base via prospecting and servicing clients Analyze investment opportunities and client needs and recommend… wealth management services to clients Prepare and deliver presentations/seminars to clients and prospects for business development…
  • 3.8
    Northwestern Mutual – Redwood City, CA
    EASY APPLY
    5 days ago 5d
    financial solutions tailored to each client's individual needs. Your goal is to discover each client's needs and goals and help map a… and potentially have a lifelong impact on the lives of your clients, families, and your community. Northwestern Mutual offers a…
  • 3.4
    Bank of America – Menlo Park, CA
    Est. Salary $47k-$72k
    5 days ago 5d
    In addition to any of the Client Associate roles (Registered, Partially Registered or Non-Registered), this position may be hired… into any of the Private Wealth Associate roles (Registered, Partially Registered or Non-Registered). Shift: 1st shift (United…
  • 3.5
    Citi – La Canada Flintridge, CA
    Est. Salary $30k-$42k
    6 days ago 6d
    reviewing client accounts. Answer phones, take messages, and respond to client requests, when appropriate. Take client's orders… the industry in client-centric investments. Summary: This position will assist Financial Advisors and clients with maximum administrative…
  • 3.6
    NFP – Pittsburgh, PA
    12 days ago 12d
    introductions from your own clients, prospects, contacts and centers of influence. Contact existing firm clients for cross-selling opportunities… prospects and clients. Present insurance solutions in the best interest of the client’s specific needs. Keep client information…
  • 4.2
    Independent Capital Management – Ontario, CA
    EASY APPLY
    21 days ago 21d
    pertinent information and educate clients about fundamental financial issues. Analyze and manage clients’ assets and liabilities to… Financial Advisor you can create customized plans to meet your clients’ needs in the following areas: retirement planning, executive…
  • 3.8
    Raymond James Financial – Princeton, NJ
    Est. Salary $51k-$79k
    2 days ago 2d
    existing clients and prospecting for new clients. • Creates and maintains records and files. • Ensures required client paperwork… maintaining and enhancing client relationships while assisting Financial Advisors with efficient, quality client service. Extensive contact…
  • 3.0
    Amplify Credit Union – Cedar Park, TX
    20 days ago 20d
    Description THE ROLE Licensed Financial Advisors assist clients by assessing their financial goals, needs, and objectives while…
  • 3.6
    Ameriprise – Red Bank, NJ
    Est. Salary $62k-$93k
    5 days ago 5d
    Posting Title Lead Registered Client Service Associate - Red Bank, NJ Job ID 8383BR Recruiting Location Red Bank, NJ… operations; (3) Direct one or more client service associates. - Assist advisor in servicing clients including preparing financial plans…
  • 3.5
    UBS – Oakbrook Terrace, IL
    7 days ago 7d
    ll: – keep management systems up-to-date with client information – educate clients on account services and capabilities – help with… with the preparation of reports and other materials for client meetings – collect the right documentation for opening new accounts…
  • 3.6
    TwinStar Credit Union – Olympia, WA
    12 days ago 12d
    financial goals. The investment executive position will develop client relationships while offering securities, annuities, investment… knowledge and sales skills, the ability to relate professionally to clients and colleagues, Series 7, 63, 65 registrations, Washington…
  • 3.4
    Citibank – Bethesda, MD
    Est. Salary $29k-$41k
    9 days ago 9d
    reviewing client accounts. Answer phones, take messages, and respond to client requests, when appropriate. Take client's orders… the industry in client-centric investments. Summary: This position will assist Financial Advisors and clients with maximum administrative…
  • 3.8
    Lenox Advisors – Los Angeles, CA
    21 days ago 21d
    offer advice and complete sales. Build client loyalty by providing an exceptional client experience through delivering trusted… resulting in earned referrals from your clients and friends. Network regularly with existing clients and referrals in order to build…
  • 4.1
    Max Credit Union – Auburn, AL
    28 days ago 28d
    Advisor City Auburn Description Role: To meet client's financial needs in areas such as portfolio management, retirement… keep abreast of new market trends. Recommend strategies clients can use to achieve their financial goals and objectives, including…
  • 3.0
    CitiMortgage – Bethesda, MD
    Est. Salary $24k-$34k
    13 days ago 13d
    the industry in client-centric investments. Summary: This position will assist Financial Advisors and clients with maximum administrative… Financial Advisor in reviewing client accounts. Answer phones, take messages, and respond to client requests, when appropriate…
  • 3.8
    Raymond James – Princeton, NJ
    Est. Salary $51k-$79k
    1 days ago 16hr
    existing clients and prospecting for new clients. • Creates and maintains records and files. • Ensures required client paperwork… maintaining and enhancing client relationships while assisting Financial Advisors with efficient, quality client service. Extensive contact…
  • 3.5
    UBS – Phoenix, AZ
    Est. Salary $34k-$54k
    22 days ago 22d
    ll: – keep management systems up-to-date with client information – educate clients on account services and capabilities – help with… with the preparation of reports and other materials for client meetings – collect the right documentation for opening new accounts…
  • Secure Future Advisors – Dayton, OH
    EASY APPLY
    8 days ago 8d
    investment and insurance solutions to “right-fit clients”. Our team will help clients get to the root of the situation and deliver… listening, speaking and writing Ability to prospect for new clients through professional networks and referrals Can produce results…
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